Ethan Dang
Senior Portfolio Manager, Investment Advisor @Richardson Wealth
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WORK HISTORY
Senior Portfolio Manager, Investment Advisor @Richardson Wealth
CA
management for high-net-worth clients.Portfolio Management-• Managed investment strategies that aimed to produce consistent risk-adjusted returns with varying portfolio risk as per client investment policy statements• Led due diligence process for quarterly and annual model portfolio rebalance• Utilized optimization process to derive strategic asset allocation (SAA) mixes for model portfolios according to a range of risk tolerances• Researched and provided forward-looking insights for tactical asset allocation (TAA) tilts based on macroeconomic and market trendsResearch & Trading-• Researched and drove decisions for security selection for equity and fixed income portfolios based on quantitative, fundamental and technical metrics • Managed all trading in both fee-based model portfolios as well as transactional accounts• Monitored news events and managed portfolio risk by using risk management measures to trigger position review and discussionClient Communication-• Presented investment process to clients and prospects through seminars and conferences• Provided market and portfolio insights to clients and prospects on a regular basis through social media, articles, videos and media appearances when requested• Provided quarterly market commentary and performance review to clients
EDUCATION
CFA Institute
CFA Charterholder
The University of British Columbia
BASc, Computer Engineering Major with Co-op & Commerce Minor
The University of British Columbia
MBA, Dual specializations in Finance & Strategic Management
FINRA Securities Exam
Series 7 License Holder
SKILLS
ABOUT ETHAN DANG
A highly-driven investment professional and excellent communicator with a combination of finance, business, and engineering work experience. Specialties include portfolio management, equity research and trading, and quantitative modeling and programming.My current role as a Senior Portfolio Manager, Investment Advisor at Richardson Wealth is to provide discretionary wealth management services to high-net-worth clients.
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